JBS N.V.

JBS

Market cap $17.1B

GREELEY, Colo., April 13, 2026 (GLOBE NEWSWIRE) -- JBS USA Food Company Holdings announced today the total consideration payable in connection with its previously announced tenders offers (the “Tender Offers”) to purchase for cash a combined aggregate principal amount of up to $1,200,000,000 of the aggregate principal amount (the “Maximum Amount”) of its 6.750% Senior Notes due 2034 (the “2034 Notes”) and its 5.950% Senior Notes due 2035 (the “2035 Notes” and, together with the 2034 Notes, the “Notes”), subject to the terms and conditions of the Tender Offers.

Workers at JBS ratified a tentative two-year agreement with the world's largest meat company, ​covering nearly 3,800 workers at the JBS flagship beef ‌processing plant in Greeley, Colorado, according to statements from both the union and the company on Sunday.

The agreement covering 3,800 employees includes pay bumps through 2027.

GREELEY, Colo., April 10, 2026 (GLOBE NEWSWIRE) -- JBS USA Food Company Holdings announced today (i) the early tender results for its tender offers (the “Tender Offers”) to purchase for cash a combined aggregate principal amount of up to $1,000,000,000 aggregate principal amount (subject to increase by JBS USA Food Company Holdings in its sole discretion, the “Maximum Amount”) of its 6.750% Senior Notes due 2034 (the “2034 Notes”) and its 5.950% Senior Notes due 2035 (the “2035 Notes” and, together with the 2034 Notes, the “Notes”) and (ii) that it has increased the Maximum Amount from up to $1,000,000,000 aggregate principal amount of the Notes to up to $1,200,000,000 aggregate principal amount of the Notes (the “Increased Maximum Amount”). Except for the changes with respect to the Increased Maximum Amount, there are no other modifications being made with respect to the Tender Offers as set forth in the Offer to Purchase (as defined below).

I reiterate my buy rating on JBS as dual listing and potential Russell 1000 inclusion drive value unlock. JBS's diversified global protein business, robust revenue growth, and leading ROE support its investment appeal despite historical valuation discounts. Trading at 5.7x EBITDA versus peers' 8.65x, JBS offers up to 51% upside if multiples converge; even conservative peer comparison suggests 14% upside.

Workers of the world's largest meat company, JBS , agreed to return to work at a beef plant in Greely, Colorado after ​it agreed to resume negotiations, bringing a three-week picket to ‌an end, their union said in a statement on Saturday.

Here's where Freeport-McMoRan, JBS, and Invitation Homes, stand during a tough time for the stock market.

JBS N.V. (JBS) Q4 2025 Earnings Call Transcript

GREELEY, Colo., March 30, 2026 (GLOBE NEWSWIRE) -- JBS USA Food Company Holdings announced today the commencement of tender offers (the “Tender Offers”) to purchase for cash a combined aggregate principal amount of up to $1,000,000,000 of the aggregate principal amount (the “Maximum Amount”) of its 6.750% Senior Notes due 2034 (the “2034 Notes”) and its 5.950% Senior Notes due 2035 (the “2035 Notes” and, together with the 2034 Notes, the “Notes”).  Certain information regarding the Notes and the terms of the Tender Offers is summarized in the table below.

JBS N.V. (JBS) remains a compelling, undervalued global protein leader, despite inherent volatility and sector challenges. 4Q25 results confirm robust revenue growth, strong omniprotein model execution, and continued expansion in EMEA and legacy markets. JBS maintains a solid balance sheet with $8.2B in cash, reduced net debt, and ample liquidity to support ongoing CapEx and strategic initiatives.